02/12/2019
Leibovici joins the bank with more than 13 years of broad industry experience including portfolio management, trust and estate design and customized lending, including real estate, aircraft finance and cross-collateralizations.
02/12/2019
All three will work at First Republic’s Jackson office at 545 West Broadway, which provides full-service private banking, private business banking, and real estate lending in additional to wealth management.
02/12/2019
He commented: 'I was attracted by the prospect of acting as a truly independent company and benefiting from the support Raymond James provides.
02/12/2019
An experienced financial services professional with a longstanding career in Jersey in both the private and public sector,
02/12/2019
He started his career working as a fund managers' assistant at Santander Asset Management in 2001.
02/12/2019
Bollinger will join Chris French
02/12/2019
Most recently, she was the head of global products and solutions for APAC and will continue to be based in Singapore.
02/12/2019
The bank noted in a statement that Marion-Bouchacourt replaces Yves Thieffry
02/11/2019
One top five investor, who asked not to be named, said that while he is on the fence about Mr Bramson he would welcome “fresh eyes” on the board
02/11/2019
In his new role, Bernasconi will oversee the operational, product and risk aspects of the business across Asia Pacific.
02/11/2019
Pictet has made more changes in the last two years than it did in the previous two hundred,» says one Zurich-based family office executive
02/11/2019
Ms Tan Su Shan, who is currently heading DBS’ institutional banking division, used to be region head for Singapore, Malaysia and Brunei for Citi Private Bank.
02/11/2019
Jeff Maurer said, "I have worked with Chris Zander for 25 years and know that as President of both Evercore Wealth Management and Evercore Trust Company he will help us continue to grow while never losing sight of our values."
02/11/2019
He has more than 30 years of experience in asset and wealth management
02/11/2019
Effective immediately
02/08/2019
This new division will focus on providing advisors with the tools and resources to support their growth and optimize their practices.
02/08/2019
They join existing shareholders, hedge fund billionaire Steven Cohen’s Point72 Ventures and Ireland-based family office Elkstone.
02/08/2019
Tilney’s chief risk officer Nigel Allman has left the national advice firm after 18 months in the role.
02/08/2019
He has joined Geneva-based wealth management firm Stanhope Capital
02/08/2019
Palatine Private Equity has backed the MBO of SMP Group, the corporate, trust and professional services provider.